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iShares 0-5 Year TIPS Bond ETF

757 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 307 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less funds holding

Funds holding: 764757 (-7)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$113M)

Holders
757
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
9.21%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
307
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
751
Legacy Wealth Management (Idaho)
Idaho
$717
TAM
752
Tucker Asset Management
Colorado
$717 +$721 +7 New
QWM
753
Quaker Wealth Management
New Jersey
$512 +$515 +5 New
RFA
754
Register Financial Advisors
Georgia
$410 +$412 +4 New
Russell Investments Group
755
Russell Investments Group
United Kingdom
$410 +$412 +4 New
FGA
756
Fortis Group Advisors
New Jersey
$307
QC
757
Quent Capital
New York
$307
DWM
758
Darwin Wealth Management
Florida
$209
ADL
759
Asset Dedication LLC
California
$205
LAMC
760
Longview Asset Management (California)
California
$103 +$103 +1 New
DF
761
Dunhill Financial
United Kingdom
$102
SWA
762
SOA Wealth Advisors
New York
$102
NYLIM
763
New York Life Investment Management
New York
-$15.5M -150,059 Closed
EC
764
Estate Counselors
Wisconsin
-$10.8M -104,205 Closed
TCPG
765
Trivant Custom Portfolio Group
California
-$7.05M -68,202 Closed
SW
766
SteelPeak Wealth
California
-$3.95M -38,258 Closed
FWP
767
Forefront Wealth Partners
Texas
-$3.14M -30,420 Closed
HGWM
768
Horst & Graben Wealth Management
Oregon
-$2.98M -28,859 Closed
SHJ
769
Sharkey, Howes & Javer
Colorado
-$2.88M -27,907 Closed
EP
770
Edgestream Partners
New Jersey
-$2.46M -23,800 Closed
APW
771
Austin Private Wealth
Texas
-$2.26M -21,855 Closed
RL
772
Retireful LLC
Michigan
-$2.02M -19,558 Closed
SF
773
SWP Financial
California
-$1.96M -18,978 Closed
TW
774
TritonPoint Wealth
Maryland
-$1.8M -17,434 Closed
GSC
775
Ground Swell Capital
South Carolina
-$1.69M -16,378 Closed